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Fidelity Total Bond ETF

618 hedge funds and large institutions have $15.9B invested in Fidelity Total Bond ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 321 increasing their positions, 198 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
8.28%
Holding in Top 10
135
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.25%
% of All Funds
1.81%
New
64
Increased
321
Reduced
198
Closed
47
Calls
$946K
Puts
Net Calls
+$946K
Net Calls Change
-$587K
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$3.94B +$227M +4,963,926 +6%
Morgan Stanley
2
Morgan Stanley
New York
$1.33B -$266M -5,817,506 -17%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$569M -$868K -18,973 -0.2%
Bank of America
4
Bank of America
North Carolina
$561M +$28.8M +629,015 +5%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$400M -$67.6M -1,478,302 -14%
CTB
6
Country Trust Bank
Illinois
$283M +$773K +16,888 +0.3%
DWM
7
Dynasty Wealth Management
Florida
$269M -$4.59M -100,424 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$259M +$26.1M +571,082 +11%
LPL Financial
9
LPL Financial
California
$256M +$62.6M +1,367,235 +32%
UBS Group
10
UBS Group
Switzerland
$240M +$4.57M +99,820 +2%
Raymond James Financial
11
Raymond James Financial
Florida
$212M -$573K -12,530 -0.3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$178M +$13.5M +296,050 +8%
MG
13
Mather Group
Illinois
$176M -$724K -15,833 -0.4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$166M +$13.2M +287,824 +9%
RWM
15
Ritholtz Wealth Management
New York
$165M +$64.6M +1,412,766 +64%
KAS
16
Kestra Advisory Services
Texas
$154M +$3.04M +66,514 +2%
QWP
17
Quotient Wealth Partners
Texas
$150M +$4.81M +105,134 +3%
LWMT
18
Legacy Wealth Management (Tennessee)
Tennessee
$142M +$52K +1,136 +0%
SWP
19
Sagespring Wealth Partners
Tennessee
$130M +$2.36M +177,177 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$122M -$68.3M -1,504,381 -36%
SWA
21
Sax Wealth Advisors
New Jersey
$121M +$35.4M +774,471 +41%
BCP
22
Blue Chip Partners
Michigan
$121M +$2.6M +56,883 +2%
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$112M -$1.19M -26,004 -1%
CAL
24
Capital Analysts LLC
Pennsylvania
$112M +$10.2M +223,155 +10%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$106M -$34.3M -750,783 -25%